One-On-One Coaching & Training

By: Legacy Capitals, LLC  06/12/2014
Keywords: Wealth Management, Financial Adviser, Independent Financial Advisors

We work behind the scene with Trusted Advisors who serve families of wealth, whether as a sole-practitioner, part of a large group practice, or as a principle in a family office. Through education, skill development, discovery questions, and action planning we help broaden effectiveness regarding the non-technical side of the wealth in areas such as: Family Values, Mission, Governance & Dynamics, the Capitals Life Wheel ™, Higher Purpose (the "Why"), Genograms, Next Generation, Communication, Life Cycle Development, and Wealth Psychology. In addition, we prepare the Trusted Advisors to conduct a multi-generational quantitative & qualitative review of client base to identify opportunities, as well as how to effectively run family meetings.

Keywords: Financial Adviser, Independent Financial Advisors, Wealth Management

Other products and services from Legacy Capitals, LLC

Legacy book from Legacy Capitals, LLC thumbnail

Legacy book

With its five-step, non-technical process for transferring your wealth, ten principles and practices for readying your child for inheritance (or raising a child’s Life IQ), and fifteen foundational relationship skills key to navigating successful family businesses, LEGACY details how to increase the success of every generation so each can authentically live their intended legacies.


Family Wealth Conferences

We help Trusted Advisors develop and deliver half to one-day conferences crafted specifically to their high and ultra-high networth clients and prospects.


Family Wealth Coaching

We help parents effectively communicate their hopes, goals, and expectations with their children, and ensure the estate plan aligns with their values, goals, and intentions.


Family Meetings

Our multi-generational Family Meetings are 1-2 days in length and addresses topics such as: Best Practices, Family Values, Goal Setting,